long-term investing mindset
Books
The Essays of Warren Buffett Book Review: Lawrence Cunningham’s Cleanest MBA Education in Capital Allocation
The Essays of Warren Buffett, edited by Lawrence A. Cunningham, is one of the most useful business books an MBA candidate can read because it turns Buffett’s Berkshire Hathaway shareholder letters into a structured curriculum. This isn’t a “stock picking” manual, it’s a worldview rooted in capital allocation, honest accounting, governance, incentives, and long-term ownership thinking. Buffett’s clarity cuts through corporate noise and teaches readers how great businesses compound value over decades. If you want to think like an owner instead of a spectator, start here.
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Books
Common Stocks and Uncommon Profits Book Review: Philip Fisher’s Quality-First Investing Playbook That Still Wins
If Benjamin Graham taught investors to win through valuation discipline and downside protection, Philip Fisher taught them to win through business quality, competitive advantage, and patient conviction. Common Stocks and Uncommon Profits is a classic not because it offers a formula, but because it builds a mindset: find exceptional companies early, understand them deeply, and hold through noise long enough for compounding to matter. Fisher’s “scuttlebutt” method and his famous 15-point checklist still read like a modern strategy memo, and they remain highly useful for MBA candidates and long-term investors.
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